Hobbs Group Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hobbs Group Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$201K	Buy	+6,553	New	+$199K	0.06%	157
2025 Q4	–	Sell	-8,260	Closed	-$226K	–	177
2025 Q3	$226K	Sell	8,260 -15,966	-66%	-$436K	0.07%	150
2025 Q2	$642K	Sell	24,226 -58,429	-71%	-$1.53M	0.22%	80
2025 Q1	$2.31M	Buy	+82,655	New	+$2.3M	0.88%	21
2024 Q4	–	Sell	-2,427	Closed	-$68.4K	–	518
2024 Q3	$68.4K	Buy	+2,427	New	+$66.1K	0.02%	222

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hobbs Group Advisors's SCHD Position: Q1 2026 in Review

Hobbs Group Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 6,553 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #157 among its holdings. This is a return to the name: Hobbs Group Advisors previously reported a position in SCHD as recently as Q3 2025.

Hobbs Group Advisors first reported a position in SCHD in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.31M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Hobbs Group Advisors held 6,553 shares of Schwab US Dividend Equity ETF worth $201K as of Q1 2026.
Schwab US Dividend Equity ETF was a new Hobbs Group Advisors position in Q1 2026.
Schwab US Dividend Equity ETF made up 0.06% of Hobbs Group Advisors's portfolio in Q1 2026, its #157 holding.
Hobbs Group Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 5 quarters since.
Hobbs Group Advisors's Schwab US Dividend Equity ETF position peaked at $2.31M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.